Betterment LLC Vanguard World Fd Esg U.S. Sto Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Betterment LLC holds 508,902 shares of ESGV stock, worth $55.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

508,902

Previous 414,023 22.92%

Holding current value

$55.9 Million

Previous $43.4 Million 14.79%

% of portfolio

0.12%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$96.93 - $109.51 $9.2 Million - $10.4 Million	94,879 Added 22.92%	508,902 $49.8 Million
Q4 2024 Feb 14, 2025	SELL	$100.18 - $109.1 $850,928 - $926,695	-8,494 Reduced 2.01%	414,023 $43.4 Million
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $4.37 Million - $4.86 Million	47,781 Added 12.75%	422,517 $42.9 Million
Q2 2024 Aug 14, 2024	BUY	$87.24 - $97.37 $1.33 Million - $1.48 Million	15,249 Added 4.24%	374,736 $36.2 Million
Q1 2024 May 10, 2024	SELL	$83.14 - $93.19 $1.8 Million - $2.02 Million	-21,623 Reduced 5.67%	359,487 $33.5 Million
Q4 2023 Feb 09, 2024	SELL	$71.95 - $85.41 $508,182 - $603,250	-7,063 Reduced 1.82%	381,110 $32.4 Million
Q3 2023 Nov 09, 2023	BUY	$74.65 - $81.1 $241,567 - $262,439	3,236 Added 0.84%	388,173 $29.2 Million
Q2 2023 Aug 07, 2023	SELL	$70.39 - $78.35 $295 Million - $329 Million	-4,195,608 Reduced 91.6%	384,937 $30.2 Million
Q1 2023 May 15, 2023	BUY	$65.27 - $73.55 $269 Million - $303 Million	4,123,659 Added 902.56%	4,580,545 $32.8 Million
Q4 2022 Feb 13, 2023	BUY	$62.41 - $70.74 $3.01 Million - $3.41 Million	48,272 Added 11.81%	456,886 $30.1 Million
Q2 2022 Aug 10, 2022	BUY	$63.97 - $82.17 $6.46 Million - $8.3 Million	100,976 Added 32.82%	408,614 $27.1 Million
Q1 2022 May 16, 2022	BUY	$74.15 - $88.3 $4.88 Million - $5.81 Million	65,749 Added 27.18%	307,638 $24.9 Million
Q4 2021 Feb 15, 2022	BUY	$79.7 - $88.45 $595,677 - $661,075	7,474 Added 3.19%	241,889 $21.3 Million
Q3 2021 Nov 15, 2021	SELL	$79.36 - $84.88 $1.18 Million - $1.26 Million	-14,894 Reduced 5.97%	234,415 $18.8 Million
Q2 2021 Aug 10, 2021	BUY	$74.71 - $80.04 $18.6 Million - $20 Million	249,309 New	249,309 $19.9 Million

Others Institutions Holding ESGV

# of Institutions

635

Shares Held

30.7M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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